Comment collaborer sur la gestion de projets avec Zoho One

Comment collaborer sur la gestion de projets avec Zoho One


Bonjour à tous,
Dans notre article précédent sur la collaboration avec Zoho One, nous avons déjà vu comment Zoho One vous permet de collaborer à différents niveaux. A présent, nous allons découvrir comment Zoho Projects vous permet de collaborer au niveau des projets.

Pourquoi avez-vous besoin d'un outil de gestion de projets collaboratif ?
Un outil de gestion de projet, comme son nom l’indique, permet à une entreprise de planifier un travail et de suivre la gestion des tâches qui le composent. En effet, d'un projet découlent nombre d'étapes et de tâches à chacune d'elles, ce qui demandent forcément de l'organisation de la part des membres de l'équipe à qui elles sont assignées. Le manque d'organisation, de communication et de rigueur est ce qui compromet le projet : doublon de personnes sur une tâche (manque de communication), personne sur une autre (manque d'organisation), ou tâche non mise à jour ou en retard (manque de rigueur)... nombreux sont ces petits couacs qui en définitivement font perdre en temps, énergie et motivation.
C'est pour cela que les outils de gestion de projets permettent de décomposer les étapes et d'assigner des tâches, des rappels, de mettre en place un planning personnalisé, d'évaluer la durée d'une tâche, de se faire des notes, de communiquer, afin de réagir le plus rapidement possible lorsque c'est nécessaire et de mener le projet à bien en diminuant au maximum les risques.

Fonctionnalités
  • Les principales fonctionnalités du logiciel de gestion de projet sont les suivantes :
  • Planification quotidienne et périodique
  • Répartition des tâches et suivi
  • Gestion des ressources
  • Facilitation de la communication
  • Suivi de la rentabilité des projets
  • Vision globale
      Le logiciel de gestion de projet est un véritable outil qui vous permettra d’être en permanence connecté avec toutes les parties prenantes du projet et d’en suivre l’avancement. La communication, par son partage de documents et ses discussions facilitées, permet de rentabiliser le productivité.

Le rôle de Zoho Projects
Zoho Projects, vous permet de gérer vos projets simples comme complexes. Il constitue une solution complète à vos problèmes quotidiens de gestion de projet et apporte une valeur ajoutée à votre organisation. Voici les principales caractéristiques de Zoho Projects.

Planification - En décomposant vos projets en jalons, tâches et sous-tâches, votre travail n'a jamais été aussi facile. Zoho Projects vous permet d'attribuer les tâches aux utilisateurs pour que le chef de projet puisse ainsi suivre leur statut. Les diagrammes de Gantt vous permettent de visualiser les plans de projet et suivre leur progression efficacement.

La vue Kanban des tâches 


Diagrammes de Gnatt

Collaboration - Grâce aux flux itératifs vous obtenez les mises à jour rapides. Le tchat personnel ou en groupe vous aide à être sur la même longueur d'onde que vos coéquipiers et cette messagerie collaborative interne permet en outre d’archiver les échanges sur le projet et de conserver toutes les bonnes idées. La communication entre collaborateurs est essentielle dans la réussite d’un projet quel qu’il soit. Zoho Projects vous aider à discuter, à fixer des alertes et recevoir des notifications et à savoir exactement où en sont les collaborateurs dans l’exécution des tâches.
Flux Intéractifs


Suivi - Les rapports et les graphiques vous permettent de suivre facilement le travail au sein d'un même projet ou d'un projet à l'autre.
Les Rapports


Productivité - Les feuilles de temps, le tableau d'utilisation des ressources et les chronomètres globaux vous aident à mesurer efficacement la productivité.

Gestion des connaissances - Au-delà de ces avantages, Zoho Projects résout des problèmes de partage de documents et d’éloignement entre les différents collaborateurs. Vous pouvez facilement organiser les fichiers associés à un projet particulier et évidemment travailler dessus. Vous ne risquez plus de confondre les différentes versions d'un même document. L'intégration de Zoho WorkDrive vous permet de gérer les fichiers : tous vos documents sont classés et se retrouvent accessibles à l’ensemble des membres du projet. Vos informations sensibles sont, en plus de cela, sécurisées. Cela permet de discuter au sein des équipes dans votre portail en toute simplicité et en toute quiétude.
Accès aux documents 


Facturation efficace - Facturez les projets en fonction des heures et du personnel et ce de manière méticuleuse.

Gestion des problèmes - Le module Bugs vous aide à soumettre, suivre et fermer les bugs de votre projet.

Transparence - Zoho Projects offre aux chefs de projet une présentation de l’état d’avancement du projet, en temps réel. L’accès aux commandes, aux demandes de modification, aux factures, aux informations clients et autres renseignements essentiels peut s’effectuer directement, sans avoir à solliciter les données auprès des départements.

Intégration - Intégrez Zoho Projects à Zoho CRM, Zoho Invoice, Zoho Desk, Zoho Books, Zoho Cliq, pourquoi pas vos applications tierces et accédez aux données en toute fluidité. Pour en savoir plus, visitez la page intégrations.

Nous avons fait un webinar à ce sujet, si vous souhaitez approfondir et voir une démonstration.


N'hésitez pas à nous faire part de votre opinion en commentaire sur Zoho Projects et de la façon dont vous l'utilisez.

L'équipe Zoho France


      • Sticky Posts

      • Collaboration sans faille avec Zoho One

        Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

        • Recent Topics

        • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

          Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn
        • No OR Filter for Views with a Related Modules Criteria

          We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between
        • Notes badge as a quick action in the list view

          Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated
        • Creating a Chart from a Report

          In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.
        • Import Function: ONLY update empty fields

          When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty
        • Sales IQ Chat Widget is Only Displaying Last Name

          Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!
        • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

          Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join
        • Begin the year with best practices in the Zoho Desk mobile app : Part 2

          In focus: Optimizing collaboration and supervision Let's begin 2026 with Part 2 of our tips series on driving your ticketing operations at your fingertips. In Part 1, we explored streamlining operations within tickets. This helped individuals at Omniserve
        • Process checklist in CRM

          Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don't
        • Passing the CRM

          Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
        • Can we disable add to cart in Zoho Commerce?

          Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. However we would have to disable the possibility to purchase products in the shop. Is that possible? Sunny regards, Artjom
        • Holidays - Cannot Enter Two Holidays on Same Day

          I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time
        • Zoho DataPrep and File Pattern configuration

          I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
        • Adding a new section to the related details sidebar when creating a new ticket.

          Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring
        • JWT Token authentication problem that sometimes generates infinite redirect loops

          Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle
        • Zoho desk desktop application

          does zoho desk has a destop applicaion?
        • No funcionan correctamente el calculo de las horas laborales para informe de tickets

          Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de
        • How do I bulk archive my projects in ZOHO projects

          Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil
        • Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

          We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update
        • ZOHO Work Drive Back Up

          I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?
        • ZOHO Reports - Filter Logic?

          Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark
        • Scanned Doc - selecting Item overwrites Rate

          I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it
        • Recruit API search

          Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",
        • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

          Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions
        • Saving reading position + Keep screen on

          While Zoho Notebook is excellent for saving and annotating articles, its utility is severely limited by the lack of reading progress synchronization. On the Android app, if a user exits a long note after reading 50%, the app fails to save the position.
        • Zoho LandingPage is integrated with Zoho One!

          Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,
        • Android app sync problem - multiple devices have same problem

          Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the
        • How can i resend a campaign to only one of the recipients on the original campaign

          How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike
        • How to show branch instead of org name on invoice template?

          Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?
        • Create CRM Deal from Books Quote and Auto Update Deal Stage

          I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
        • Marketing Automation Requirements Questions

          I would like to set up a multi-email drip campaign- please see the structure below and confirm if I can achieve this set up in Zoho marketing automation. Where applicable, highlight gaps and workarounds. Thanks Drip email campaign- Can I create one drip
        • Sharing URLs and direct access

          Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly
        • how to change the page signers see after signing a document in zoho sign

          Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!
        • Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)

          Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’m
        • Can a project be cloned?

          Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and
        • Timesheet Tasks in Zoho Books: associate to service item

          How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the
        • Why Sharing Rules do Not support relative date comparison???

          I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static
        • Task/Activity indicator in SalesPipeline overview has disappeared

          I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).
        • Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'

          As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.
        • Zoho Desk Android app update: Table view for All Departments view, custom button

          Hello everyone! In the latest version(v2.9.25) of the Zoho Desk Android app update, we have introduced Table view for the 'All Departments' view in the ticket module. We also have supported an option that allows tickets in the Table view to be sorted
        • Next Page